Will Writing & Will Custody
Our clients come from all walks of life. They need a Will for their own reasons and situations. Increasingly, they gain more out of the Will than they might expect. The use of Testamentary Trusts embedded in a Will is getting common.
Do not settle for a mediocre Will for a few ten’s or a couple of hundred’s dollars less. Your Will would one day be the instrument to distribute your estate that might be worth hundreds of thousands, if not millions of dollars.
Our fees may not be the cheapest in town, but we certainly bring the most value for your money.
Setup of Living Trusts
As soon as assets are placed in a Living Trust by the settlor, an annual management fee will be charged by a corporate trustee based on a percentage of the assets value under management. The use of Standby (Living) Trust is gaining interest and attention. There is no recurring management fee for a Standby Trust until a trigger event, such as premature death or mental incapacity of the settlor, takes place.
The ultimate use of three instruments, namely, a Standby Trust together with a simple “pour over” Will and a Lasting Power of Attorney (LPA) provides total peace of mind. Precepts Trustee would be the common denominator as the named trustee, executor and donee respectively. Its worth your while to hear us out.
Our one to one Discovery session is for individuals who have the intention to draft a Will. We would naturally educate them as we guide them along the Will Planning process. Discovery sessions are not meant to quench the thirst for knowledge. This can be best achieved through Legacy Seminars that are conducted on a regular basis.
Currently, we have four topics on rotation. They are:
- Legacy Seminar 1: Your Will Be Done
- Legacy Seminar 2: Anatomy Of a Will
- Legacy Seminar 3: In Whom We Trust
- Legacy Seminar 4: Till Death Do Us Part
You can find out more in our Seminar & Training page.
Supporting the Financial Planners in Singapore
With more than 30 years of combined estate planning experience, we hope to support the Financial Planners in the area of Will and Trust planning for their valued clients. Our expertise is the missing link to the wealth distribution part of their business. Often times, we are also able to highlight any shortfall of insurance coverage as well as any needs to enhance an estate. Such references will allow the clients to fall back on the advise of their respective Financial Planners.
Individuals named as Executor(s) in a Will or potential Administrators for an estate without a Will, might not be familiar with the lengthy and complicated process of extracting the Grant of Probate or Letters of Administration. Our consultants are experienced & available on hand to guide those appointed to ensure a smooth and timely access to the inheritance via our Probate Assistance Service.